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TSMC Is Shaking Off Chip-Tariff Fears. Here’s How. - Barron's

1. TSMC's CEO states tariffs won't directly affect the company. 2. TSMC's AI chip revenue expected to double by 2025. 3. Potential tariffs on chips under investigation by U.S. authorities. 4. TSMC plans 2nm manufacturing in Arizona by 2028, lagging behind Taiwan. 5. As a key supplier for major tech firms, TSMC remains optimistic.

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FAQ

Why Bullish?

TSMC remains resilient to potential tariffs, showing strong growth prospects, especially in AI. Historical performance indicates similar resilience despite market uncertainties.

How important is it?

The article discusses critical factors affecting TSMC's operations and future revenue, especially in AI, which is vital for its growth.

Why Long Term?

With continued demand for AI, TSMC's growth trajectory is supported beyond immediate tariff concerns. Past trends show sustained revenue increases accompanying tech innovations.

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